Bay Area Rapid Transit: Retirement Plans

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Meetings

January 19, 2021

The BART Investment Plans Committee meets once a month (see calendar below) to discuss investments, policy, and ongoing administrative issues relating to the Plans. The meetings are open to the public and Participants are encouraged to attend. (Persons wishing to address the Committee during the meeting must complete a Speakers Request Card when they enter that day's meeting so that they may be added to the agenda).

Meetings begin at 9 a.m. and continue until the agenda is completed. Select the appropriate links below to view agendas and minutes from previous meetings. View the Guest Speaker Card and Zoom instructions

Join from PC, Mac, Linux, iOS or Android:
https://us02web.zoom.us/j/85330649887?pwd=MGx2cXBNTUpJeVVwU0ZEUmxHNUNYUT09
Password: 790380

Meetings of the BART Investment Plans Committee
2022 Meeting Dates Fund Manager Agenda Minutes
January 26, 2022 Strategic Planning View Agenda View Minutes
February 23, 2022 Galliard Capital Management View Agenda View Minutes
March 23, 2022 SSgA View Agenda View Minutes
April 27, 2022 Harding Loevner View Agenda View Minutes
May 25, 2022 Templeton View Agenda View Minutes
June 22, 2022 DoubleLine View Agenda View Minutes
July 27, 2022 William Blair View Agenda View Minutes
August 24, 2022 JP Morgan Chase View Agenda
September 28, 2022 Westwood
October 26, 2022 Dodge & Cox
November 16, 2022 T. Rowe Price
December 14, 2022 Open

Contact Your Representative

Ryan Bertrand
Ryan Bertrand,
Retirement Plans Specialist
(202) 759-7187
BARTretirement@
missionsq.org
Patrick O'Mara
Patrick O'Marah,
Retirement Plans Specialist
(202) 759-7277
BARTretirement@
missionsq.org
Ray Ortiz
Ray Ortiz,
Retirement Plans Specialist
(202) 759-7126
BARTretirement@
missionsq.org